Firm Overview
We collaborate with our clients to help them fulfill their missions.
FEG is an independent, employee-owned, full-service investment advisory firm with over 35 years of stability and growth.
Mission, Vision, Values
Mission
Empower our clients to achieve their goals through superior investment performance, objective insights, and research.
Vision
Achieving client missions as an innovative and trusted partner through investment excellence.
Values
- Put client interests first
- Act with ethics and integrity
- Be our best each day
- Treat everyone associated with our firm with respect and courtesy
- Commit to and inspire firm-wide community involvement
- Utilize all of our employees' individual skills to achieve our firm's mission
- Encourage innovation, teamwork, and professional development among our employees
Our Core Strengths
INDEPENDENCE & OBJECTIVITY
As a 100% employee-owned firm, FEG is structured to ensure our clients-come-first model endures over the long term. We are an objective, institutional partner to our clients and we have no affiliations with broker-dealers.
PROACTIVE CLIENT SERVICE
FEG aims to consistently provide our clients with dedicated, robust client service—we tailor our investment process around the unique needs and goals of each client, no matter the size. Additionally, we seek to proactively engage clients, deliver thorough and ongoing education, and deliver counsel on critical components of an investment program—such as governance and spending policy—that can sometimes fall outside traditional institutional investment relationships.
IDEAL SIZE / BROAD INDUSTRY NETWORK
Possessing the significance to command talent and global resources, FEG remains nimble and seeks to provide outstanding service and customized solutions to our clients. Our strong network of industry relationships helps us provide clients access to early lifecycle, niche, closed, and oversubscribed strategies, and enables us to facilitate introductions that can help meet our clients' holistic goals.
DIRECT ACCESS TO OUR DEEP BENCH OF INVESTMENT PROFESSIONALS
FEG serves as an extension of your staff, offering open-door access to our credentialed research and portfolio management teams, each of which is dedicated to monitoring market complexities, managing volatility/risk, and seeking high-quality investment managers. Additionally, we also have dedicated private capital and hedge fund resources, and provide clients a full suite of in-depth research, as well as education on current strategies, market insights, and trends.